Greystone Financial Group’s Air Products & Chemicals APD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-19,659	Closed	-$5.38M	–	106
2023 Q4	$5.38M	Buy	19,659 +1,413	+8%	+$388K	1.25%	38
2023 Q3	$5.17M	Buy	18,246 +2,359	+15%	+$692K	1.29%	31
2023 Q2	$4.76M	Sell	15,887 -9,912	-38%	-$2.82M	1.1%	36
2023 Q1	$7.41M	Sell	25,799 -173	-0.7%	-$50.5K	1.87%	23
2022 Q4	$8.01M	Sell	25,972 -4,236	-14%	-$1.19M	2.35%	20
2022 Q3	$7.03M	Sell	30,208 -2,964	-9%	-$734K	2.39%	22
2022 Q2	$7.98M	Buy	33,172 +832	+3%	+$202K	2.49%	18
2022 Q1	$8.08M	Buy	32,340 +7,833	+32%	+$2.01M	2.04%	24
2021 Q4	$7.46M	Buy	24,507 +2,743	+13%	+$805K	1.79%	32
2021 Q3	$5.57M	Sell	21,764 -2,187	-9%	-$605K	1.66%	22
2021 Q2	$6.89M	Buy	23,951 +133	+0.6%	+$39K	1.71%	31
2021 Q1	$7.16M	Buy	+23,818	New	+$6.47M	1.8%	21